We begin today’s email with my revised estimates for the size of the iPad installed base and user base as of the end of December 2018. The discussion then turns to my estimates regarding the number of Apple devices in use. The device total is broken out by product category. We conclude with a look at the first industry report regarding China smartphone shipments in CY4Q18 (Apple’s 1Q19). A few things jumped out at me after looking at the data.

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